Organizational structure

To navigate to Organizational structure administration - click on Administration → Organizational structure.

To create organizational unit - click on "+Add" button, enable "Edit" mode and complete organizational unit profile with required data: unit name, parent unit, unit head, unit members, etc.

To edit organizational unit - click on and navigate to edit mode.

Roles & Responsibilities

Organizational units are designed to segregate the duties in elDoc system by providing the required rights and authorities to the corresponding organizational units, assign automatically the head of initiator to the respective document workflow where required.

Hierarchy usages

Hierarchy defined by subordination of organizational units may be used for Accesses & Permissions setup for documents and CRM items, e.g.: by granting hierarchical read access for the top-level unit automatically gives the same access to all subordinated organizational units.